Avantax Advisory Services’s NRG Energy NRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.75M Buy
10,886
+3,869
+55% +$510K 0.01% 872
2025
Q1
$670K Buy
7,017
+2,267
+48% +$229K ﹤0.01% 1327
2024
Q4
$429K Buy
4,750
+411
+9% +$38.1K ﹤0.01% 1547
2024
Q3
$395K Buy
4,339
+445
+11% +$35.4K ﹤0.01% 1569
2024
Q2
$303K Buy
+3,894
New +$302K ﹤0.01% 1689

Other funds holding NRG

Avantax Advisory Services's NRG Position: Q2 2025 in Review

Avantax Advisory Services increased its NRG Energy (NRG) stake by 55% in Q2 2025, buying an estimated $510K and bringing the position to 10,886 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #872.

Avantax Advisory Services first reported a position in NRG in Q2 2024 and has held it in 5 quarters since. 1,015 funds tracked by Wall St. Rank hold NRG as of Q2 2025.

  • Avantax Advisory Services held 10,886 shares of NRG Energy worth $1.75M as of Q2 2025.
  • Avantax Advisory Services bought 3,869 NRG Energy shares in Q2 2025, an estimated $510K.
  • NRG Energy made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #872 holding.
  • Avantax Advisory Services first reported a position in NRG Energy in Q2 2024 and has held it in 5 quarters since.
  • 1,015 funds tracked by Wall St. Rank held NRG Energy as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.